Associate Retirement Client Advisor

UMB Financial Corporation; Phoenix (AZ); On-site; USD 59,000 - 87,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Health coverage

Job summary

UMB Financial Corporation is seeking an Associate Retirement Client Advisor to support the RPS team and manage select client relationships. You will engage in plan reviews, investment analysis, and client communications while learning to deliver the retirement plan service model.

You will participate in meetings, support CRM workflows, and help maintain plan provisions and compliance. A CPFA designation can be pursued within six months of hire.

Qualifications

• Bachelor’s degree in Business Administration/Management, Economics, Finance or related field.

Responsibilities

• Assist in managing client relationships to deliver the client service model.
• Act as primary contact on assigned accounts.
• Prepare plan and investment reviews for meetings.
• Monitor plan metrics and required notifications and reports.
• Communicate with clients and follow up on advice delivery.
• Support related CRM workflows and documentation.

Skills

Microsoft Office

Investments basic knowledge

Verbal and written communication

Client service skills

Attention to detail

Organizational skills

Self-motivation

Problem-solving

Education

Bachelor’s degree in Business Administration/Management, Economics, Finance or related field

Job description

As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and manage certain account relationships within an assigned book of business. The Associate Retirement Client Advisor works with various aspects of the retirement plan management practice including operations, investment management, knowledge, the client service model and new business acquisition.

How you’ll spend your time:

• Serves on the client service team to assist in managing client relationships to help deliver the client service model to clients.
• Acts as the primary contact on a select group of assigned accounts.
• Participates in client and prospect meetings as well as networking opportunities.
• Prepares plan and Investment reviews for prospect/client meetings.
• Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives.
• Monitors and manages required plan and participant notifications and reports.
• Communicates with clients and follows up on advice delivery.
• Partners with the RPS team as a relationship management point of contact, delivering administrative support to key clients.
• Facilitates changes to plan provisions, such as implementing plan recommendations.
• Conducts annual plan and Investment reviews for assigned clients.
• Develops competency with internal and external software packages to manage client relationships.
• Prepares investment analysis and financial related projects as needed.
• Develops competency in the Customer Relationship Management (CRM) and manages workflows and related documentation requirements.
• Facilitates best practices and assists in monitoring and satisfying compliance requirements.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
• Performs other duties as assigned.

We’re excited to talk to you if:

• You possess a Bachelors in Business Administration/Management, Economics, Finance or related field.
• You have 3-5 years’ of business experience in financial services related industry.
• You have ability to work, efficiently, effectively, and independently to see projects through to conclusion.
• You have proficiency with Microsoft Office applications.
• You have basic knowledge of investments.
• You have excellent verbal and written communication skills.
• You have demonstrated client service skills.
• You have attention to detail, accuracy, and problem-solving skills.
• You have excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.
• You are self-motivated and possess a sense of urgency.
• You have high ethical and professional standards.
• You show flexibility, adaptability, and solid team orientation.
• You have ability to support the presentation of material to clients and prospective clients as part of a team.
• You can obtain the Certified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.

Bonus points if:

• You show a high level of analytical skills.
• You have previous experience with retirement plans, trust accounting, and/or CRM software tools.
• You have basic knowledge of ERISA qualified plans.

This position was posted on 08/24/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range: $59,085 - $86,922

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

Please see the description of benefits included with this job posting for additional information.

• Paid Time Off
• a 401(k) matching program
• annual incentive pay
• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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